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Planview Customer Success Center

Planview Admin Certificate Refresh 2024

On Wednesday October 23, 2024, at 10pm CDT (UTC-5) Planview Operations team will perform a certificate rotation on the Planview Admin Service Provider (SP) certificate. 

 Your IT department must assess if your IdP configuration requires the Planview Admin SP certificate. If your IdP does not require it, then you do not need to do anything else.

If your IdP configuration does require the Planview Admin SP certificate, your IT department has two options:

  • Update the security certificate in your IdP on Wednesday October 23, 2024, at 10pm CDT (UTC-5).
  • Change your IdP settings so that it does not require the certificate.           

           

WARNING

If your IdP configuration requires the Planview Admin SP certificate and you do not update your configuration on October 23, 2024, at 10pm CDT (UTC-5), users will not to be able to authenticate into Planview Admin via SSO until the certificate is updated or your configuration no longer requires the certificate.

The security certificate can be updated ahead of time if you can set the change to go live on or after our security certificate changes. Your update cannot occur before our update is complete.

           

Certificate settings for common IdP providers

To help your IT department assess your IdP settings, we compiled a list of common IdP providers and where to find their certificate configuration options. In these settings, your IT department can take the following actions:

  • Update the security certificate.
  • Change the setting so that it does not require the certificate.
IdP  Certificate configuration location
Microsoft Entra

In Entra, Verification certificates are configured from the "Single sign-on" section of your configuration of the Planview Admin Enterprise Application.

Our recommendation is to set Required to No.

Learn how to configure your security certificate settings here: https://learn.microsoft.com/en-us/en...e-verification

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ADFS

In ADFS, certificate configuration is in the Signature tab.

Our recommendation is to not define signature verification certificates.

To learn more about this setting, go to: https://techcommunity.microsoft.com/...-hId-964184727

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Okta

In Okta, the signing certificate information is located in the SAML Settings section of the Planview Admin application.

If the Assertion Signature is set to Signed, use the Signature Certificate to upload the new certificate.

To learn more about replacing signature certificates in Okta go to: https://support.okta.com/help/s/arti...language=en_US

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PingFederate

To learn how to manage your security certificate settings in PingFederate, visit: https://docs.pingidentity.com/pingfederate/latest/administrators_reference_guide/help_spprotocolsettingstasklet_spsignaturepolicystate.html

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Ping Identify To learn how to manage your security certificate settings in Ping Identify, visit: https://support.pingidentity.com/s/a...-from-metadata
Keycloak

In Keycloak, the certificate settings are under Signing keys config.

To learn more about this settings page go to: https://www.keycloak.org/docs/latest...dmin/#keys-tab

New Planview Admin Service Provider Certificate

If your IT department decides that your IdP requires the Planview Admin SP certificate, then you can send them the following URLs where they can copy the updated certificate. Send them only the URL that is appropriate for your region:

Alternatively, you can use this link to download the new certificate file and send the file to your IT department.